Functional Skills

Budgeting
Business Analysis
Business Intelligence
Change Management / Org Design
Communications
Corporate Finance
Cost Reduction
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Operations Management
Project Management
Operational Transformation
Strategic Planning

Software Skills

Data visualization
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Visio
Smartsheet
Tableau
Microsoft Word

Sector Experience

Business Services
Financial Services
Healthcare
Manufacturing
Technology

Languages

English
Spanish

Notable Clients

Azurity Pharmaceuticals
DFIN Financial Solutions
DXC Technology
IMC Health
Koozie Group

Experience

Ikigai Edge Management Consulting
Managing Director
9/2021 - Present
Broad spectrum of consulting services, ranging from research, data analytics, business intelligence, technology optimization to productivity improvement, profit improvement and strategic advisory services. Leverages industry knowledge, technology, process, and organizational design expertise, best practices to deliver results for clients with the goal of improving profitability.
Synergetics Worldwide Management Consulting
Senior Advisor
12/2016 - 7/2021
Responsible for managing complex engagements (worldwide). Identified interrelations and impact within multifaceted situations. Planned, designed, and implemented sound operational models.
ADT Finance
Director of Finance and Operations
2/2014 - 10/2016
Responsibilities include all Business Unit Financial Operations, inclusive of financial planning and analysis, sales performance, and operations. Championed operational functions executed by 30 employees under my supervision. Supported Business Unit President and VP FP&A
 Directed the realignment of resources by distribution channels and developed new products pricing strategy driving new customer growth by 17% (2 yr. avg.)
 Identified customer attrition drivers through data analysis;
ADT Sales
Senior Manager, Sales Performance and Analytics
10/2012 - 1/2014
Responsibilities included performance and analysis related to customer growth and sales productivity, headcount planning and asset management reporting. Provided strategic and tactical support to VP of Sales and field sales organization for all initiatives and programs.
ADT Finance
Senior Finance Manager
5/2007 - 10/2012
Responsibilities included sales planning, forecasting, KPIs and dashboards development, reporting and analysis. Provided insightful analytical advice regarding sales performance for 130 offices (+2000 sales professionals) across North America. Led and developed two Managers and four Sr. financial analysts.